{"id":52206,"date":"2017-06-23t16:20:02","date_gmt":"2017-06-23t20:20:02","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=52206"},"modified":"2019-08-06t16:20:43","modified_gmt":"2019-08-06t20:20:43","slug":"tax-resolution-client-intake-checklist","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/06\/23\/tax-resolution-client-intake-checklist\/","title":{"rendered":"the tax resolution client intake checklist"},"content":{"rendered":"

\"taxhow to onboard your new client.<\/strong><\/p>\n

by jassen bowman
\n<\/i><\/p>\n

upon securing an irs collections representation engagement, as a result of your marketing and sales systems, your next step is to actually onboard the client and get to work.<\/p>\n

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tax debt cases are unique from many other types of engagements because not every case has the same starting point. each case is unique enough that it requires a specific assessment of the additional services, such as tax preparation, bookkeeping, payroll, etc., that may be required, as well as an assessment of where the case currently sits within the irs collections process.<\/p>\n

in order to prevent me from missing important steps, and to increase operational efficiency, i have long conducted business through the use of checklists. my client intake process is no exception to this.<\/p>\n

to get started working on the client\u2019s case, i first need to ensure that i have the proper paperwork completed by the client:<\/p>\n